Knowledge Base
Care
Features Overview
- Labs: Health Gorilla
- Care: Home Screen
- Care: Programs and Phases
- Care: Profiles Overview
- DocuSign: Feature Overview in Care
- Bulk Edit
- Care Overview
- Home Screen
- Reports and Exports
- Documents
- Care Plans: Goal Tracking
- Forms and Assessments
- Care Teams
- Care Management Platform: Welkin Health Overview
- Charts and Graphs
- Communication Center
- Encounters
- Patient Profile
- Calendar
- Task Management
- User Profile
- Patient Profile
How To
- Charts & Graphs: Filter, change date and by data point
- Care: My Patients and Bulk Edits/Actions
- Logging in
- Encounters: Draft Mode and Finalizing Notes & Assessments
- Reset Your Password: Jira Service Management (JSM)
- Manage Unrecognized Communication
- Encounters: Create, Modify, complete
- Calendar: Setting Up Working Hours
- Create Events
- Upload Documents
- Creating Forms and Assessments
- Patient Profile: Editing Patient Information
- Patient Creation and Search Functionality
Troubleshooting/FAQs
Upload Documents
Patient profiles have a section for the viewing and uploading of documents and records. Some of the things you can find are assessment copies, medical records, drivers license copies and DocuSign records.
Document Management
Welkin’s document management enables care teams to create and store supporting documents required for patients in their care program. The Designer tool allows customization of document types which allows customers to capture the important information about the document along with the document files. File types supported are .pdf, .png and .jpg.
To upload a new document:
- Click “create document” and choose appropriate document type
- Each document type built by your organization will have associated fields to enter data from the document when you complete the upload
- Click upload file
- Choose file
- Complete required fields within the system
- Click “create”
- Document added to the list for review